Use Case 8: Onboarding a New Employee

Scenario

A new hire needs to be given access to the right resources quickly.

Administrator Steps

1. Create the user account

1. Navigate to Server → Users → Add User.
2. Fill in name, email, and generate a temporary password.
3. Set role to User.
4. Click Save.
5. Click Send Login Details to email the credentials.

2. Assign to group

1. In the user's profile, scroll to Groups.
2. Add to the relevant department group (e.g., "Engineering Team").

3. Assign shared drives

1. In the user's profile, scroll to Shared Drives.
2. Add the relevant team drives with appropriate permissions.

4. Assign websites

(if applicable)

1. In the user's profile, scroll to Websites.
2. Add any sites the user should have access to.

Alternatively: Use the AI

If you have UserAdmin access:

The UserAdmin agent handles the entire process in one step.

Result

The new employee can log in immediately with access to all the right resources.